Sundaram Multi Asset Allocation IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Multi Asset Allocation IDCW Payout Direct Plan

NAV
₹11.6975
-0.44%
(4 Oct)
AUM
2,378 Cr
TER
0.16%
Risk
High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+50.6%
+49.7%
+32.9%
+32.9%
NA
3Y
+26.1%
+25.6%
+22.0%
+22.0%
NA
5Y
+31.1%
+30.8%
+23.5%
+23.5%
NA
ALL
+16.7%
+16.6%
+17.4%
+17.4%
+19.1%
VOL
10.7%
10.7%
12.9%
12.9%
8.9%
TER
0.6%
0.6%
0.7%
0.7%
0.2%
AUM
₹2,725 Cr
₹2,725 Cr
₹48,201 Cr
₹48,201 Cr
₹2,378 Cr
INFO
1.57
1.56
1.34
1.34
2.15
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Multi Asset Allocation IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
Cash Offset For Derivatives
8.3%
Nippon India ETF Gold BeES
6.4%
SBI Gold ETF
6.1%
HDFC Gold ETF
4.9%
7.38% Govt Stock 2027
4.5%
Reliance Industries Ltd
4.3%
Infosys Ltd
3.9%
Kotak Gold ETF
3.6%
Bharti Airtel Ltd
3.5%
HDFC Bank Ltd
3.4%
Top industry exposure
Financial Services
18.9%
Consumer Cyclical
10.6%
Technology
8.3%
Energy
6.2%
Communication Services
5.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
37%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments and Gold ETFs.
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Sandeep Agarwal
Rohit Seksaria
Arjun Nagarajan

FAQs